Account Type**** ***Account Owner*** ***Account Opps/Deals**** ********Closed Won • Feb 25**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Geetika KambliFounderView Profile, Geetika KambliAdam SokolicChief Operating Officer Retirement Private WealthView Profile, Adam SokolicSusan R OstranderSenior Executive Assistant Investor Relations And Board SupportView Profile, Susan R Ostrander